Stokes Family Office’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.2M | Buy |
110,053
+35,090
| +47% | +$3.57M | 1.17% | 22 |
|
2025
Q1 | $7.78M | Buy |
+74,963
| New | +$7.78M | 0.87% | 28 |
|
2023
Q4 | – | Sell |
-11,030
| Closed | -$1.09M | – | 331 |
|
2023
Q3 | $1.09M | Sell |
11,030
-1,070
| -9% | -$105K | 0.13% | 126 |
|
2023
Q2 | $1.34M | Sell |
12,100
-847
| -7% | -$93.8K | 0.15% | 107 |
|
2023
Q1 | $1.48M | Buy |
12,947
+1,582
| +14% | +$181K | 0.18% | 95 |
|
2022
Q4 | $1.23M | Buy |
11,365
+6,470
| +132% | +$700K | 0.16% | 97 |
|
2022
Q3 | $533K | Sell |
4,895
-4,762
| -49% | -$519K | 0.08% | 147 |
|
2022
Q2 | $1.16M | Sell |
9,657
-26,569
| -73% | -$3.19M | 0.16% | 100 |
|
2022
Q1 | $4.88M | Buy |
+36,226
| New | +$4.88M | 0.65% | 37 |
|